In Sales Process Performance, we have a toggle that helps you report on Salesperson vs BDC agent performance. But how do we know who is a Salesperson or a BDC Agent?
It's simple!
We grab the whole sales team associated with an opportunity, including their "role" and name. Then we map those "Roles" into a clean and consistent format.
BDC - anyone whose role contains the text "BDC" or an exact match of "Internet Manager"
(/(bdc|internet)|\b(bd)\b/i)Salesperson - anyone with "Salesperson" or "Sales", but not "Manager" or "Desk"
(/^(?!.*(desk|manager))(.*sales|.*assigned)Finance - anyone whose role contains "F&I", "Finance", or "Insurance"
f&i|finance|insuranceManager - anyone whose role includes "Manager", "Closer", "Appraiser", or "Desk" (excluding "Internet Manager")
manager|closer|appraiser|deskOther - anything else!